Jack Mangiafico is a financial advisor with LPL Enterprise in Tampa, FL, holding Series 65 and Series 63 registrations and three years of industry experience. His prior roles include positions at Raymond James Financial Services, CN Wealth Management Group dba Keybridge Wealth Management, and Morgan Stanley. In addition to his advisory work, he is an insurance agent helping individuals and families enroll in health coverage through Jack’s Coverage. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory and brokerage capabilities.

Kenneth Coggins is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including AXA Advisors, Prescott Financial, and National Securities Corporation. Since 2021, he has been with Morgan Stanley and currently serves in their Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Tristan Cooper is a financial advisor at Fidelity with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Cadence Bank and Florida Financial Advisors, and also worked at Esplanade Golf & Country Club. Outside of his advisory work, he sells clothing on an online platform. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction and serves a broad client base through systematic investment approaches.

Danijela Grgic is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2010. Outside of her advisory role, she is involved in managing a supplement company and overseeing a rental property business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various organizations.

Dylan Champagne is a financial advisor at Fisher Investments with five years of industry experience. He holds the Series 65 designation and has worked at Fisher Investments since 2020. Prior to his current role, he was involved with G+P Autowash and Best Yet, and he was affiliated with the University of Alabama and Hooked Deals during earlier years. Fisher Investments serves a global client base that includes institutional and private clients such as pension and profit-sharing plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management across various asset classes and employs a centralized investment approach combining quantitative and qualitative analysis.

Paul Hay is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999, having previously worked with AXA Advisors, LLC. In addition to his advisory work, he is a licensed attorney in the state of Georgia. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored investment solutions.

Sheau Lei Ellison is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked extensively with Merrill and Bank of America, including a long tenure from 1997 to 2025. She serves on the board of directors for The Paralelo Foundation, a private grant-making foundation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Alston is a financial advisor with Ameriprise, holding a Series 66 credential and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Alston serves on the foundational board of Advent Health Zephyrhills. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Jeffrey Kartheiser is a financial advisor with Stifel in Tampa, FL, holding a Series 63 license and bringing 40 years of industry experience. He worked at Raymond James & Associates for 27 years before joining Stifel Nicolaus & Co Inc in 2017. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment methodology is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Alexandra Valdes is a Wealth Management Advisor with The Valdes Group at Merrill Lynch Wealth Management. She joined the team in February 2018, focusing on relationship management and contributing to investment models and business development. Alexandra works with multiple generations of clients to provide comprehensive wealth management and education. Since 2023, Alexandra and her team have been recognized by Forbes among America's Top Wealth Management Teams, ranking #13 nationally and earning the #1 spot in North Florida for two consecutive years. These rankings reflect their excellence in client retention, industry experience, and wealth management best practices. Born and raised in Tampa, Florida, Alexandra graduated with honors from Florida State University in 2013 with bachelor's degrees in Finance and Marketing. She holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Alexandra is involved in community organizations including Habitat for Humanity, Metropolitan Ministries, and Operation Healing Forces.

Carla Weidman is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds the Series 63, 65, and 66 designations and has been with Morgan Stanley since 2010. Outside of her advisory work, she owns rental property in Tampa, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support its advisory services.

Ryan Patrick is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He began his career at Fidelity in 2015 as an Investment Consultant and progressed through roles including Financial Consultant before his current appointment. Prior to joining Fidelity, Ryan worked as an Independent Financial Advisor in 2015 and as a Bond Desk Specialist at Raymond James from 2014 to 2015. As a Certified Financial Planner (CFP®), Ryan focuses on collaborating closely with his clients to develop comprehensive financial plans. He emphasizes understanding his clients' individual circumstances to provide relevant insights and strategies aligned with their current and future priorities.

Benjamin Parson is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Delta Contractors & Associates LLC, Florida Financial Advisors, and Fulton Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and models, while clients are responsible for implementing their plans.

Kevin Dempsey is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He previously worked at Citigroup for 13 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. He holds Series 63 and Series 66 licenses and is based in Tampa, FL. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework and offers a range of approved funds and strategies through its Institutional Consulting Services program.

Ryan Adams is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Charles Schwab and its affiliated entities since 2018, including prior roles at TD Ameritrade and Scottrade. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by a large integrated platform and centralized operational structure.

Jeffrey Voehl is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera and affiliated firms since 2013. He is based in Tampa, Florida. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and third-party managers.

Jane Greer is a financial advisor at Raymond James & Associates with Series 66 credentials and one year of industry experience. Prior to joining Raymond James, she worked at Target for sixteen years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Gary Mahan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Gabriel Mbulo is a CFP® and ChFC® affiliated with Raymond James & Associates, bringing 27 years of industry experience. His career includes previous roles at Edward Jones and earlier tenure at Raymond James. Outside of financial advising, he is a co-owner and director of Tonz of Fun LLC, a youth sports program based in Riverview, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers a range of advisory and consulting services supported by extensive research and a variety of portfolio management options.

Susan Mya San Jones is a financial advisor at Charles Schwab with 17 years of industry experience. She has worked at Charles Schwab Bank, SSB and Charles Schwab since 2019, following an 11-year tenure at T. Rowe Price Investment Services, Inc. Her professional designation includes the Series 66. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by Schwab’s Center for Financial Research.